International Markets and TD SYNNEX (SNX): A Deep Dive for Investors

Core Insights - The performance of TD SYNNEX's international operations is crucial for assessing its financial resilience and growth prospects [1][2][3] Revenue Performance - The total revenue for TD SYNNEX in the quarter ended August 2025 was $15.65 billion, reflecting a year-over-year increase of 6.6% [4] - Europe contributed $5.17 billion, accounting for 33.1% of total revenue, surpassing the consensus estimate of $4.71 billion by 9.99% [5] - Asia-Pacific and Japan generated $1.21 billion, representing 7.7% of total revenue, exceeding expectations by 15.95% [6] Future Projections - Analysts project revenues of $16.9 billion for the current fiscal quarter, indicating a 6.7% increase year-over-year, with Europe expected to contribute 32.8% and Asia-Pacific and Japan 6.6% [7] - For the full year, total revenue is anticipated to reach $60.96 billion, up 4.3% from the previous year, with Europe and Asia-Pacific and Japan expected to account for 33.3% and 6.9% of total revenue, respectively [8] Market Dynamics - The reliance on global markets presents both opportunities and challenges for TD SYNNEX, making the analysis of international revenue trends essential for forecasting future performance [9][10] - The company's stock has increased by 12.1% over the past month, outperforming the S&P 500's 3.2% increase, and has risen 19% over the past three months compared to the S&P 500's 8.3% [13]